Job Description
Job Title:
P&C Client Manager job in USA
What You’ll Do
- Client Support
- Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries.
- Assist in the development of strong business relationships with appropriate insurance carrier personnel. Recognize and satisfy carrier goals and objectives to enhance business relationships.
- Account Management
- Maintain files with proper records according to company procedures. Follow company procedures in order to achieve positive audit results.
- Ensure accuracy of account information for both new and renewal policies, endorsements, and audit for accuracy in rating, coverage, signatures, and enters these
transactions to generate billing invoices in a timely manner. * Review all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner.
- Review accounts receivable report for all assigned accounts to support client retention.
- Insurance Expertise
- Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier.
- Attend training and seek self-directed learning to continue education in industry and technical knowledge.
- Other duties as assigned.
What’s in it For You?
To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
- Competitive base salary of $60,000-$70,000 based on experience
- Hybrid work schedule
- Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
- Company match 401(k) plan – 50% up to 6%!
- Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists
- Pet benefits & discounts
- Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
What You’ll Need
- 4+ years of commercial insurance experience with mid to large market clients required
- Property and Casualty License required
- Working knowledge of available commercial lines coverages based on business and industry
- Proficient in providing client service through electronic, telephone, and in-person interaction
- Problem solving skills; strong written and verbal communication skills
- Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems
- Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation
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